Wealth Legacy Group

RJ turned this infusion of cash deposited to a bank account to a life changing capital event that significantly increased the resources available to fund education, travel and charitable goals for my friends family.

I’m always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team’s care.

RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise.

I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.

Is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does.

They have a wealth of experience and a customer-centric approach that really works for me.

Has helped me and my family tremendously in reviewing and analyzing everything we have accumulated over the years, His expertise and knowledge have been invaluable in helping us make plans on how to extend our inheritance to future generations as well as making a philanthropic impact.

He's patient with his clients, but he's willing to kindly and respectfully push when necessary to ensure his clients benefit.

With a great belief in servant leadership and philanthropy, I highly recommend all San Diegans to learn about this amazing group and discover how they can both benefit from their experiences and how they can become a part of this organization too.

He really knows the complexities of his business and has the common sense to call on experts when he doesn't know the answers.